Clancy Capital Advisors LLC provides portfolio management, comprehensive wealth management, and standalone financial planning services to individuals and high-net-worth clients. Founded in 2023 and based in Chicago, Illinois, the firm designs personalized investment portfolios using fundamental analysis and modern portfolio theory, focusing on long-term investing primarily through exchange-traded funds, mutual funds, equities, and fixed income securities. Clients can choose standard portfolio management without planning services, or comprehensive wealth management which bundles investment oversight, ongoing financial planning, and tax planning. Additionally, Clancy Capital Advisors offers standalone financial planning through annual subscriptions, fixed-fee projects, and hourly consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Rates shown are for comprehensive wealth management (includes planning and tax services). Standard portfolio management (investments only) is charged at a flat rate of 0.50% annually. Fees are generally negotiable.